Audience
Investment firms, investment advisors, investment advisor reps, fund managers, family offices and private wealth money managers.
About Captools/net
Captools Company develops and licenses portfolio management software for investment record keeping and performance reporting. Our products are designed for investment firms, investment advisors, investment advisor reps, fund managers, family offices and for others entrusted with managing significant investment assets. Captools/net investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can reduce capital gains taxes. Specific, average, FIFO, LIFO tax lots are supported. The specific lot method provides an automated tax lot assignment function allowing the manager to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. Tax rate tables are customizable for each portfolio to allow for differing tax rates and changes in tax laws. Allowance has been made for Canadian and other non-U.S. users, including support for Canadian average cost basis and optional cost basis indexing.
Pricing
Starting Price:
$600 per year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Captools
United States
www.captools.com
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
Windows
Training
Documentation
Live Online
Support
Phone Support
Online
Captools/net Frequently Asked Questions
Captools/net Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management